Bloomberg Essentials Course Overview

This course teaches the essential functions of Bloomberg Terminal. Important functions related to economics, company overviews, company analysis, research, estimates, comparative analysis, and graphing will be covered, in addition to some other interesting functions.

Bloomberg Essentials Learning Objectives

By the end of this course, you will be able to:

  • Navigate through various economic screens for economic data, statistics and forecasts
  • Identify key functions related to a company overview
  • Analyze a company through financial information and its capital structure
  • View earnings estimates, analyst recommendations, and equity research
  • Compare securities using financials and other metrics
  • Learn how to build a graph or chart on Bloomberg Terminal
  • Understand additional functions related to leisure

Bloomberg Essentials Is a Prerequisite Course of CFI’s CMSA™ Program

CFI’s upcoming Capital Markets & Securities Analysis (CMSA)™ program will cover all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program will teach you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the CMSA™ are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.

Students can sign up for updates and reserve a spot in the Capital Markets & Securities Analyst (CMSA)™ Program on the student dashboard.

Who Should Take This CMSA™ Course?

This Bloomberg Essentials course is perfect for students interested in advancing their Bloomberg Terminal knowledge. Knowing how to use Bloomberg Terminal is critical for a career in investment banking, sales and trading, and other careers within the capital markets.

Bloomberg Essentials

Free Enroll For Free

Approx 1.5 hrs to complete


From $797.00
Full Immersion Capital Markets & Securities Analyst (CMSA)™
Buy Now
From $447.00
Self-Study Capital Markets & Securities Analyst (CMSA)™
Buy Now

What Our Students Say

Anselm Chukwuemeke Eboka
Nice Course
The tutor did a good job. I am looking forward to using this knowledge as i start my career Journey.
Ahmed Alshlash
Bloomberg Essentials is helpful course
At the beginning I thought the course would be hard and complicated, but I found out that the videos explanations were fun, easy, full of information and beneficial for my Job; in addition to that this kind of certificates would build and raise my CV as I work in the same field. I got a nice grade with 100%, and that extremely motivated me to get the other finance courses. Thank you CFI for making finance fun. Sincerely, Ahmed
Thato Mngomezulu
Bloomberg Essential
Great course, delivered in a well-structured way and gave a great foundation to the Bloomberg platform and how to navigate it effectively
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Frequently Asked Questions

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CMSA Certificate

Capital Markets & Securities Analyst (CMSA)™ Program — Launching July 2020

The Capital Markets & Securities Analyst (CMSA)™ program will teach you the many asset classes, trading strategies, and procedures used in the capital markets. It is ideal for any student who wants to work in capital markets, whether on the buy-side or the sell-side. This program will give you the experience to make investment decisions and utilize appropriate trading strategies for different scenarios.


From $797.00
Full Immersion Capital Markets & Securities Analyst (CMSA)™
Buy Now
From $447.00
Self-Study Capital Markets & Securities Analyst (CMSA)™
Buy Now